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Novo Nordisk
BA
bactrian
Community Contributor
A Quality Compounder Marked Down on Overblown Fears
Novo Nordisk , a global leader in diabetes and obesity treatments, is trading at a deep discount to both its historical multiples and intrinsic value. The ADR is now priced at $47.05 , reflecting a normalized P/E ratio of just 13.4× , down from a five-year average closer to 25–30×.
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US$120.72
FV
59.6% undervalued
intrinsic discount
15.71%
Revenue growth p.a.
Set Fair Value
24
users have liked this narrative
6
users have commented on this narrative
54
users have followed this narrative
New
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ASML Holding
IN
Investingwilly
Community Contributor
Why Now is the Time to buy ASML
What Does ASML Do? ASML Holding N.V. is a Dutch company and the world’s only supplier of extreme ultraviolet (EUV) lithography machines —a critical technology used to produce the world’s most advanced computer chips.
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US$1.00k
FV
28.9% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
31
users have liked this narrative
6
users have commented on this narrative
87
users have followed this narrative
Updated
narrative
Wyndham Hotels & Resorts
ZW
Zwfis
Community Contributor
Wyndham Continues Global Expansion with 19% Ancillary Revenue Growth
WH is a company that I actually took interest in a couple of months ago when I happened to stay at one of their franchise hotels. I had to leave early in the morning at like 4 and when I went out to the parking lot I was astounded that in the little town I was was absolutely full.
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US$105.80
FV
20.8% undervalued
intrinsic discount
13.23%
Revenue growth p.a.
Set Fair Value
7
users have liked this narrative
2
users have commented on this narrative
13
users have followed this narrative
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Whirlpool of India
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Productivity For Growth Program And New Products Will Drive Promising Future Gains
Key Takeaways Successful cost takeout and productivity programs are improving margins, while product innovation and premiumization drive higher revenue and earnings growth. Gained market share and demand generation through brand investments and retail execution, bolstering future revenue and profit increases.
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₹1.48k
FV
12.6% undervalued
intrinsic discount
12.18%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
4
users have followed this narrative
8 days ago
author updated this narrative
Pepper Money
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Introducing Self-Managed Super Fund Mortgages And Sharia Lending Will Drive Future Mortgage Originations
Key Takeaways New product introductions and successful implementations are set to drive revenue growth and mortgage originations, enhancing market presence and financial performance. A focus on low-risk customers and whole loan sales is expected to improve margins and earnings, with favorable conditions for market expansion predicted.
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AU$1.75
FV
6.6% overvalued
intrinsic discount
9.34%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
5
users have followed this narrative
8 days ago
author updated this narrative
NNIT
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Integration And New Systems In 2024 Will Streamline Operations And Lower Costs
Key Takeaways Strategic initiatives, such as ERP integration and restructuring, are set to enhance operational efficiency, profitability, and market competitiveness. Expansion in key sectors and strong customer satisfaction indicate steady growth, with organic growth targets outpacing the market.
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DKK 85.00
FV
23.4% undervalued
intrinsic discount
7.20%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
8 days ago
author updated this narrative
Easy Trip Planners
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Middle East Expansion And OLX India Partnership Will Improve Future Market Presence
Key Takeaways Expanding non-air segments and international operations, especially in the Middle East, could drive significant revenue and profitability growth. Strategic partnerships and digital initiatives, along with high-impact marketing, might enhance brand recognition and user engagement, boosting revenue and earnings.
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₹21.00
FV
56.0% undervalued
intrinsic discount
18.78%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
34
users have followed this narrative
8 days ago
author updated this narrative
Intellect Design Arena
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Digital Banking And AI Trends Will Expand Markets
Key Takeaways Rapid AI platform adoption and strategic wins in developed markets position the company for entry into new sectors and sustained recurring revenue growth. Transition to subscription models, industry recognition, and integrated AI offerings enhance revenue predictability, margin expansion, and long-term profitability.
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₹1.14k
FV
17.2% undervalued
intrinsic discount
14.78%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
4
users have followed this narrative
8 days ago
author updated this narrative
DOF Group
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Refinancing And Fleet Optimization Will Boost Future Operational Efficiency
Key Takeaways Strategic acquisitions and fleet restructuring aim to enhance profitability, potentially leading to higher net margins. Refinancing efforts and capital distributions are poised to improve cash flow management and enhance earnings per share.
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NOK 122.20
FV
21.5% undervalued
intrinsic discount
14.69%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
20
users have followed this narrative
8 days ago
author updated this narrative
NOTE
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Relocation To European Facilities Will Secure Future Resilience
Key Takeaways Strategic production shifts and merger plans aim to sustain margins and improve profitability through cost reduction and efficiency gains. Targeted growth in Security & Defense and Greentech segments indicates potential revenue increases and improved net margins.
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SEK 168.50
FV
10.7% overvalued
intrinsic discount
8.20%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
8 days ago
author updated this narrative
Timken India
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Expansion Into Palm Oil And Wind Energy Markets Will Capitalize On Global Demand Shifts
Key Takeaways Completion of the Bharuch project boosts production, while growing rail segment demand and infrastructure investments enhance revenue and growth. Strategic export expansion and localization of imported bearings aim to increase revenue, improve margins, and capitalize on global demand shifts.
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₹3.64k
FV
20.4% undervalued
intrinsic discount
17.87%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
8 days ago
author updated this narrative
Alleima
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Decarbonization, Nuclear, And Hydrogen Advances Will Redefine Global Markets
Key Takeaways Strategic pivot toward high-margin, specialized solutions and new technology positions Alleima for greater resilience and long-term earnings growth as demand normalizes. Exposure to energy transition and infrastructure buildout offers significant rebound potential, with strong financials supporting continued investment amid temporary market headwinds.
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SEK 80.00
FV
15.0% undervalued
intrinsic discount
2.75%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
6
users have followed this narrative
8 days ago
author updated this narrative
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